Tax Manager - Partnerships
About The Position
Wipfli is hiring a Tax Manager focused on partnership clients. The role facilitates primary reviews of complex tax returns and provides tax consulting, planning, compliance, and advisory services. It evaluates partnership agreements and manages clients’ Internal Revenue Code Section 704(b) accounts. The manager leads multiple client-service teams, oversees tax engagements from planning through completion, and develops and implements tax-planning strategies while managing project budgets. The position also includes researching partnership tax matters, particularly Subchapter K, using tax software to prepare and process returns, responding to tax-authority inquiries, and maintaining regular client communication. The manager develops, trains, mentors, and evaluates staff. Travel may be required up to 25%.
Requirements
- Bachelor’s degree in Accounting or another related field.
- CPA or licensed member of the Bar.
- At least 5 years of progressive tax compliance and/or tax consulting experience in public accounting, or a combination of industry and public accounting experience.
- Excellent analytical, technical, tax accounting, and technology skills.
- Experience with partnership returns, joint ventures, and non-corporate entity tax returns, and understanding of Subchapter K partnership taxation.
- Exceptional client-service and communication skills, with the ability to develop and maintain strong client relationships.
- Strong leadership, recruiting, training, coaching, and mentoring skills, as well as excellent written, interpersonal, and presentation skills.
- Ability to manage multiple engagements and competing priorities in a fast-paced, interactive, results-based team environment.
- Ability to travel up to 25%.
Responsibilities
- Review complex tax returns and provide tax consulting services to partnership clients.
- Evaluate the tax aspects of partnership agreements and manage clients’ Internal Revenue Code Section 704(b) accounts.
- Manage multiple client-service teams and plan, execute, direct, and complete tax projects across a variety of industries.
- Provide tax planning, consulting, and compliance expertise; market, sell, design, and implement tax-planning strategies; and manage work to budget.
- Manage, develop, train, and mentor staff, and assess performance for engagement and year-end reviews.
- Research and consult on tax matters, primarily Subchapter K partnership taxation, and use tax-related software to prepare and process returns and research tax matters.
- Respond to inquiries from the IRS and other tax authorities.
- Communicate actively with clients to manage expectations, meet deadlines, and strengthen client relationships.
Benefits
- Eight health plan options, including HMO and PPO plans.
- Dental and vision coverage.
- Health Savings Account enrollment with potential Firm contribution.
- Employee Assistance Program.
- Firm-sponsored basic life insurance and short- and long-term disability coverage.
- 401(k) savings plan, profit sharing, and Firm matching contribution.
- Well-being incentive.
- Education and certification assistance.
- Flexible time off.
- Family care leave and parental leave.
- Family formation benefits.
- Cell phone reimbursement.
- Travel rewards.
- Voluntary critical illness and accident insurance, hospital indemnity insurance, legal coverage, long-term care insurance, pet insurance, identity theft protection, and supplemental life and AD&D coverage.
- Potential annual discretionary bonus.
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What This Job Offers
Job Type
Full-time
Career Level
Manager
